Number of Shares
9,349.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
0.41%
Total Estimate Gain
$597,937.26
% of Total Estimate Gain
12.98%

GEORGE KAISER FAMILY FOUNDATION's Morningstar Inc Holding Summary

As of 2025-03-31, GEORGE KAISER FAMILY FOUNDATION held 9,349.00 shares of Morningstar Inc(MORN), totaling $2.80 Mil. This investment constitutes 0.41% of their stock portfolio, and GEORGE KAISER FAMILY FOUNDATION now holds 0.02% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2021Q2. And since then GEORGE KAISER FAMILY FOUNDATION has made 9 purchases of MORN, at an average price of $249.02, for a total of 18,501.00 shares. In addition, there have been 2 sales at an average price of $251.30 for 9,152.00 shares. Based on historical transaction data and MORN's current price of $310.76, GEORGE KAISER FAMILY FOUNDATION's estimated gain on his MORN holdings is $597,937.26, reflecting a 12.98% gain to date.

GEORGE KAISER FAMILY FOUNDATION MORN ($310.76) Holding Chart

GEORGE KAISER FAMILY FOUNDATION MORN ($310.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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